Oracle and Workday have some encouraging growth opportunities as a result of artificial intelligence.
The fund increased its Oracle position to 10.0% of 13F assets under management. Top holdings after the filing: NASDAQ:MSFT: $114.08 million (47.8% of AUM) NASDAQ:AAPL: $31.20 million (13.1% of AUM) ...
Oracle's massive revenue pipeline suggests that it will capitalize on the fast-growing cloud AI market. Dell Technologies can benefit from two AI-related markets. It also helps that its financial ...
Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...
The proliferation of artificial intelligence (AI) turned out to also be a boon for some legacy tech companies looking for their next big growth driver. Stalwarts like Oracle (NYSE: ORCL) and Dell ...
The hot artificial intelligence (AI) sector caused many stocks to soar. Among these are veteran tech firm Oracle (NYSE: ORCL) and semiconductor giant Nvidia (NASDAQ: NVDA). Oracle shares are up about ...
The demand for cloud computing infrastructure used to help train artificial intelligence (AI) models and deploy them into production is increasing at an incredible pace. It's one of the main reasons ...